Succession Planning Series Package Offer
Join Tim Dunn, Brenton Rooney and Michael Turner as they present the Succession Planning Series looking into different considerations to be made when looking into inter-generational restructuring.
Description
Part 1: Creating the Plan
Wednesday, 2 November 2022 - 10:00am - 11:00am
Presented by Tim Dunn (Polson Higgs) & Brenton Rooney (Gresson Dorman)
This webinar will cover:
- When do you start planning
- Starting the conversation
- Who do you involve
- What if...
- Planning for the known / unknown
- Dealing with personalities
- Brokering the deals within the interested parties
Part 2: Which Path?
Wednesday, 9 November 2022 - 10:00am - 11:00am
Presented by Brenton Rooney (Gresson Dorman)
This webinar will cover:
- What legal entities
- Pros / Cons
- Supporting wills / deed of wishes
- Timing
- Debt / Gifts
Part 3: What about the tax?
Wednesday, 16 November 2022 - 10:00am - 11:00am
Presented by Michael Turner (Polson Higgs)
This webinar will cover:
- Brightline
- Forestry
- Debt / Gifts
- Triggers
Presenters
Tim Dunn
Partner, Polson Higgs
Brenton Rooney
Partner, Gresson Dorman
Michael Turner
Partner, Polson Higgs